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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,454 | $93,617+65.0% | $135,982+13.6% | $75,177+105.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.77% | 30.89%-12.1pp | 68.32%-49.6pp | 160.75%-142.0pp |
| Employer contribution / active EE | $8,808 | $3,538+148.9% | $4,859+81.3% | $2,671+229.7% |
| Participant deferral / active EE | $7,877 | $6,406+23.0% | $7,760+1.5% | $4,126+90.9% |
| Admin fee / account holder | $1,493 | $6,980-78.6% | $10,767-86.1% | $5,651-73.6% |